EU

Emory University Portfolio holdings

AUM $27.7M
1-Year Est. Return 31.53%
This Quarter Est. Return
1 Year Est. Return
+31.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33M
AUM Growth
+$770K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$543K
2 +$229K
3 +$202K

Top Sells

1 +$232K

Sector Composition

1 Technology 17.26%
2 Consumer Discretionary 15.22%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$543K 40.92%
+5,321
2
$353K 26.6%
1,054
3
$229K 17.26%
+1,976
4
$202K 15.22%
+1,280
5
-12,743